Centers of Influence
- Hottest Channels. Stimpson, Jeff // Accounting Today;Fall2003 Supplement, Vol. 17 Issue 18, p28
Focuses on distribution and referral channels for the financial planning business in the U.S. Major misconception about the business; Role of vendors of financial-services products; Significance of an efficient employee selection process to the business.
- The Role of the Planner in Start-ups: Angels, Advisors, Devil's Advocates. Grote, Jim // Journal of Financial Planning;Jul2002, Vol. 15 Issue 7, p54
This article discusses the role of financial planners in start-up businesses in the U.S. Over 600,000 new employer firms, that is, an owner with at least one employee, start up every year in the country. Of these businesses, 66 percent remain open at least two years, 50 percent at least four...
- Options for Future Regulation of Financial Planners, Part II. Macey, Jonathan R. // Journal of Financial Planning;Jul2002, Vol. 15 Issue 7, p90
This article reprints the second and final section of a white paper on the future regulation of the financial planning profession, written oh behalf of the Financial Planning Association. It often has been argued that the financial planning profession will not be able to take its place in the...
- A Healthy Trend With Global Appeal. Peck, Maureen // Journal of Financial Planning;Feb2004, Vol. 17 Issue 2, p8
This section presents an update on the U.S. financial planning sector, as of February 2004. There are roughly 80,000 certified financial planner (CFP) certificants worldwide and about 37,000 of those outside the U.S. The mission of the Financial Planning Standards Board is to benefit the...
- Advisors Reveal Effective Marketing Methods... // Journal of Financial Planning;Jul2002, Vol. 15 Issue 7, p27
This article presents the results of a survey of top marketing tools used by several thousand financial advisors across the U.S. Client referrals and seminars are overwhelmingly the most effective marketing methods used by the financial advisors, according to the survey.
- Diamonds in the Rough? Atkinson, William // Financial-planning.com;10/ 1/2013, p2
The article examines the benefits for financial planners of working with low-net-worth clients in the U.S. as of October 1, 2013. Topics discussed include the planners' unexpected source of referrals and potential source of a sizable asset, their reason for working with low-net-worth clients,...
- Advising in the land of the free. Egan, Liam // Money Management;8/26/2004, Vol. 18 Issue 31, p18
Focuses on the issues and developments that describes the financial services industry in the U.S. Lawsuit filed by the Financial Planning Association against the Securities and Exchange Commission; National advertising campaign set by the National Endowment for Financial Education; Result of the...
- IRI Criticizes DOL's Fiduciary Redefinition Efforts. Manganaro, John // Plan Advisor News;2014, p30
The article discusses the results of the research study conducted by research company Insured Retirement Institute analyzing the benefits of the retirement planning through financial advisors in the U.S. It mentions the proposed retirement planning of the U.S. Department of Labor (DOL) expanding...
- What's Your Take? // On Wall Street;May2014, Vol. 24 Issue 5, p8
No abstract available.